Glenmede Investment Management LP Has $58.73 Million Position in Salesforce Inc. $CRM

Glenmede Investment Management LP boosted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 3.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 247,807 shares of the CRM provider’s stock after acquiring an additional 7,802 shares during the quarter. Glenmede Investment Management LP’s holdings in Salesforce were worth $58,730,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Marquette Asset Management LLC acquired a new position in shares of Salesforce during the 3rd quarter worth $26,000. Evolution Wealth Management Inc. acquired a new stake in shares of Salesforce in the 2nd quarter valued at $27,000. Country Trust Bank boosted its holdings in Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after purchasing an additional 112 shares in the last quarter. Capital A Wealth Management LLC boosted its holdings in Salesforce by 40.9% in the second quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider’s stock worth $41,000 after purchasing an additional 45 shares in the last quarter. Finally, Kilter Group LLC acquired a new position in Salesforce during the second quarter worth $42,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is rolling out Agentforce, its contact-center-as-a-service push aimed at replacing fragmented contact-center stacks—this could deepen wallet-share with large enterprise customers and support growth in CRM-adjacent services. Salesforce Aims to End the ‘Frankenstein’ Contact Center With Agentforce
• Positive Sentiment: Salesforce added six Agentforce Health agents pre-wired with integrations for healthcare workflows—strengthens vertical product shelf and could accelerate adoption in a high-value industry. Salesforce Announces Six New Agentforce Health Agents Pre-Wired With Rich Integrations
• Positive Sentiment: Management intends to use net proceeds from the $25B senior-note offering to fund buybacks—this can be EPS-accretive and supports shareholder returns if repurchases are executed. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Analyst roundups following Salesforce’s fiscal Q4 results highlight mixed views—earnings beat and guidance were solid, but some analysts remain cautious on valuation and AI execution risk. What are Analysts Thinking of Salesforce (CRM) Following Fourth Quarter Fiscal 2026 Results?
• Neutral Sentiment: Formal notice that the $25B notes have been priced is a factual development—markets are focused on coupon levels and close conditions. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Competitive ecosystem moves: LivePerson launched integrations that work with Salesforce, underscoring partner/competitor dynamics in conversational AI and contact-center orchestration. LivePerson Announces Event-driven Orchestration Partnership with Coral Active
• Negative Sentiment: Market commentary warns investors demanded higher yields on the bond sale—Zacks flags caution around rising leverage and AI uncertainty, which can pressure multiples and sentiment. Salesforce Taps Bonds for Buybacks as Investors Demand More Yield
• Negative Sentiment: Recent analyst downgrade(s) and at least one pessimistic price forecast have added selling pressure and negative sentiment near term. Salesforce (NYSE:CRM) Stock Price Down 2% on Analyst Downgrade Northland Securities Issues Pessimistic Forecast for Salesforce (NYSE:CRM) Stock Price

Analyst Ratings Changes

A number of brokerages have weighed in on CRM. Morgan Stanley reduced their price target on Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research report on Monday, February 23rd. Wedbush reissued an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a report on Tuesday, February 24th. KeyCorp cut their price objective on Salesforce from $400.00 to $300.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 24th. Sanford C. Bernstein reduced their target price on Salesforce from $223.00 to $194.00 and set an “underperform” rating for the company in a report on Thursday, February 26th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and set a $430.00 target price on shares of Salesforce in a research report on Tuesday, December 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $282.06.

Insider Activity at Salesforce

In related news, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the transaction, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director David Blair Kirk bought 1,936 shares of Salesforce stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the transaction, the director owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.00% of the stock is currently owned by company insiders.

Salesforce Stock Performance

NYSE:CRM opened at $192.63 on Friday. The firm’s 50-day moving average is $210.48 and its 200-day moving average is $235.15. The company has a market cap of $177.80 billion, a price-to-earnings ratio of 24.66, a PEG ratio of 1.45 and a beta of 1.29. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. Salesforce Inc. has a 52-week low of $174.57 and a 52-week high of $296.05.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The business had revenue of $11.20 billion during the quarter, compared to analysts’ expectations of $11.18 billion. During the same quarter last year, the company earned $2.78 earnings per share. The firm’s revenue was up 12.1% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. Equities research analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, April 9th. This is a boost from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s payout ratio is 21.25%.

About Salesforce

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.